Junior Investment Advisor

6 giorni fa

Milano, Italia Indosuez Wealth Management A tempo pieno

Description du poste

Description of the key activities

Within the local Advisory Team, you will support Senior Investment Advisors in their daily contact with Wealth Managers on the provision of investment advisory services. Your main mission will be to support Investment Advisors at the interface between the product and investment specialists and the bank's sales teams by assisting them in the preparation of investment proposals for all asset classes, in the development of risk analysis and in portfolio construction activities.

Your tasks will include, among others:

  • Analyze asset allocation proposals
  • Monitor financial markets in order to provide market and financial analysis (advanced Excel files, PowerPoint presentations etc.)
  • Prepare analysis, comments and reports containing operational guidelines
  • Monitor portfolios and positions on a daily basis in order to adjust them according to the Investment Committee's decisions
  • Manage the operational aspects of investments and reporting as agreed with clients
  • Take care of the operational management of the Product Catalogue

You will be exposed to a challenging and rapidly changing international environment, which requires multi-tasking skills, relating to multiple key people within the organization, and meeting tight deadlines. This experience will provide you with the opportunity to enhance your knowledge of all products and services offered to High or Ultra High Net Worth Individuals, with a focus on both traditional and innovative investment instruments, from the perspective of one of the most active international banks in this market. You will have the opportunity to demonstrate the breadth and depth of your financial knowledge by enabling our managers to optimize their daily work.

Your Profile:

  • You have a Master's degree in Finance, Economics or Management Engineering with a specialization in financial markets
  • You have a good knowledge of the financial markets and/or the fund industry (Asset allocation/Portfolio management, Financial Products/Securities)
  • You have ideally been trained on Bloomberg during a previous experience
  • You have an excellent command of IT tools, in particular PowerPoint and Excel
  • You have excellent analytical, synthesis and writing skills
  • You are known for your initiative and your ability to work both independently and in a team
  • Your colleagues will appreciate your interpersonal and communication skills and your team spirit
  • You are fluent in Italian and you also speak English or French
  • You have the following personal features: proactivity, accuracy, desire to learn, sense of responsibility

  • Critères de candidature

    • Poste avec management
    • Non
    • Niveau d'étude minimum
    • Bac + 5 / M2 et plus
    • Formation / Spécialisation
    • Master's degree in Finance, Economics or Management Engineering
    • Niveau d'expérience minimum
    • 0 - 2 ans

  • Entreprise Indosuez Wealth Management

    Le Groupe Indosuez Wealth Management est la marque mondiale de gestion de fortune du groupe Crédit Agricole, 10ème banque au monde par la taille des actifs (the banker 2022). Suite à l'acquisition de Degroof Petercam, banque belge de premier plan, le Groupe Indosuez Wealth Management intègre le Top 10 des acteurs du secteur de la gestion de fortune en Europe avec plus de 200 milliards d'euros d'actifs sous gestion. Façonné par plus de 145 ans d'expérience, le Groupe Indosuez Wealth Management accompagne des grands clients privés, des familles, des entrepreneurs et des investisseurs professionnels du monde entier en leur proposant un continuum de services et d'offres intégrant Conseil & Financement, Solutions d'investissement, Fund servicing & Solutions technologiques et bancaires. Le Groupe Indosuez Wealth Management détient majoritairement la société Azqore, filiale qui apporte une solution technologique complète et intégrée ainsi que des services d'opérations bancaires aux acteurs de la gestion de fortune. Distingué pour sa dimension à la fois humaine et résolument internationale, le Groupe Indosuez Wealth Management rassemble 4 500 collaborateurs dans 16 différents territoires en Europe, Asie-Pacifique, Moyen-Orient et Amérique du nord.

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